| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 6,731 | $348,259 | $404,735.03 | $56,476.03 | 16.22% |
Scott Boyce Decker Retirement Planning Inc. | 253 | $13,090 | $15,212.89 | $2,122.89 | 16.22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,088 | $370,683.31 | $426,201.44 | $55,518.13 | 14.98% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 6,054 | $232,927.45 | $364,027.02 | $131,099.57 | 56.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,972 | $357,728.34 | $419,226.36 | $61,498.02 | 17.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,458 | $2.84M | $3.15M | $311,292.65 | 10.95% |
Benj Foor Frazier Financial Advisors, LLC | 966 | $47,461.79 | $59,235.12 | $11,773.33 | 24.81% |
Amir Har-El Savvy Advisors, Inc. | 6,312 | $345,567.13 | $379,540.56 | $33,973.43 | 9.83% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,298 | $235,230 | $263,553.36 | $28,323.36 | 12.04% |
Cody Gehman Stonebridge Financial Group, LLC | 9,170 | $501,874 | $551,392.1 | $49,518.1 | 9.87% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,471 | $305,915.34 | $328,971.23 | $23,055.89 | 7.54% |
Jonathan Chatfield LM Advisors LLC | 12,000 | $701,503.35 | $735,960 | $34,456.65 | 4.91% |
Robert R Schulz Schulz Wealth, LTD. | 33,695 | $1.4M | $2.06M | $656,870.52 | 46.82% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,982 | $146,361.6 | $179,307.66 | $32,946.06 | 22.51% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 5,395 | $296,399.03 | $330,875.35 | $34,476.32 | 11.63% |
Smart Wealth LLC Smart Wealth LLC | 80,703 | $3.9M | $4.93M | $1.04M | 26.6% |
REAP Financial Group LLC REAP Financial Group LLC | 140,378 | $6.59M | $8.44M | $1.85M | 28.08% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 4,039 | $221,054.48 | $242,865.07 | $21,810.59 | 9.87% |
| DN Daniel Newman Noble Wealth Management PBC | 50 | $2,448.5 | $3,006.5 | $558 | 22.79% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 8,860 | $440,755.33 | $543,295.2 | $102,539.87 | 23.26% |